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Vanguard Growth ETF

1,635 hedge funds and large institutions have $51.7B invested in Vanguard Growth ETF in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 659 increasing their positions, 589 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $56.2M | Put options by funds: $31.5M

50.17% more ownership

Funds ownership: 375.8%425.97% (+50%)

12% more repeat investments, than reductions

Existing positions increased: 659 | Existing positions reduced: 589

2% less funds holding

Funds holding: 1,6761,635 (-41)

8% less capital invested

Capital invested by funds: $56.1B → $51.7B (-$4.37B)

13% less funds holding in top 10

Funds holding in top 10: 296259 (-37)

13% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 120

Holders
1,635
Holders Change
-41
Holders Change %
-2.45%
% of All Funds
25.79%
Holding in Top 10
259
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.5%
% of All Funds
4.09%
New
105
Increased
659
Reduced
589
Closed
120
Calls
$56.2M
Puts
$31.5M
Net Calls
+$24.7M
Net Calls Change
+$35.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1451
Zacks Investment Management
Illinois
$221K -$142K -3,006 -40%
PWA
1452
Phoenix Wealth Advisors
North Carolina
$221K
OWM
1453
Opes Wealth Management
California
$220K -$3.12K -66 -1%
FG
1454
Foster Group
Iowa
$220K
TA
1455
Trellis Advisors
Washington
$219K
SWM
1456
Soundmark Wealth Management
Washington
$219K +$3.41K +72 +2%
CCFCSB
1457
Cape Cod Five Cents Savings Bank
Massachusetts
$218K
TWM
1458
TMD Wealth Management
Arizona
$218K
NFSG
1459
Newbridge Financial Services Group
Florida
$218K +$1.99K +42 +0.9%
KW
1460
KWB Wealth
California
$217K
TWM
1461
Trevian Wealth Management
Massachusetts
$217K +$214K +4,524 New
FBC
1462
Fairfield, Bush & Co
Connecticut
$216K +$284 +6 +0.1%
ACA
1463
Aptus Capital Advisors
Alabama
$215K -$336K -7,098 -61%
T
1464
TCWP
Ohio
$215K +$2.55K +54 +1%
LFWA
1465
LBJ Family Wealth Advisors
Texas
$212K
TAM
1466
Tocqueville Asset Management
New York
$212K
UL
1467
Unionview LLC
Washington
$212K +$3.12K +66 +2%
SCM
1468
Schnieders Capital Management
California
$212K +$209K +4,422 New
BAM
1469
Baldrige Asset Management
Pennsylvania
$211K -$13.6K -288 -6%
SF
1470
SBK Financial
Virginia
$211K
WA
1471
Wambolt & Associates
Colorado
$211K
AA
1472
Apriem Advisors
California
$209K -$8.51K -180 -4%
IMOV
1473
Investment Management of Virginia
Virginia
$208K -$42.6K -900 -17%
SWP
1474
Strategic Wealth Partners
Ohio
$208K -$851 -18 -0.4%
CL
1475
CIM LLC
New York
$206K

VUG Hedge Fund Activity: Q1 2022 in Review

1,635 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q1 2022, worth a combined $51.7B — down 7.8% from $56.1B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of VUG and 105 opened new positions — a net loss of 15 holders — while 589 trimmed existing stakes and 659 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $6.77B. The largest seller was CBIZ Investment Advisory Services, exiting entirely with an estimated $209M sold.

  • 1,635 institutional investors held Vanguard Growth ETF (VUG) as of Q1 2022, down from 1,676 in Q4 2021.
  • Funds reported $51.7B of Vanguard Growth ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 105 funds opened new Vanguard Growth ETF positions in Q1 2022 and 120 closed out, a net change of -15 holders.
  • The largest Vanguard Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $6.77B added.
  • The largest Vanguard Growth ETF seller in Q1 2022 was CBIZ Investment Advisory Services, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2022.